IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.12B
AUM Growth
-$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,134
New
Increased
Reduced
Closed

Top Buys

1
+$77.5M
2
+$34.6M
3
+$26.8M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$25.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$25.5M

Top Sells

1
+$59.2M
2
+$29.7M
3
+$13M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$12.8M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$8.36M

Sector Composition

1 Consumer Discretionary 5.91%
2 Technology 5.77%
3 Financials 3.89%
4 Industrials 3.05%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3826
$5K ﹤0.01%
+1,000
3827
$5K ﹤0.01%
104
-199
3828
$5K ﹤0.01%
+1,300
3829
$5K ﹤0.01%
+245
3830
$5K ﹤0.01%
+67
3831
$5K ﹤0.01%
+300
3832
$5K ﹤0.01%
+257
3833
$5K ﹤0.01%
+10
3834
$5K ﹤0.01%
85
+5
3835
$5K ﹤0.01%
+265
3836
$5K ﹤0.01%
295
3837
$5K ﹤0.01%
+114
3838
$5K ﹤0.01%
130
-174
3839
– –
0
3840
$5K ﹤0.01%
+242
3841
$5K ﹤0.01%
+250
3842
$5K ﹤0.01%
+2,000
3843
$5K ﹤0.01%
+277
3844
– –
0
3845
$5K ﹤0.01%
+416
3846
$5K ﹤0.01%
300
3847
$5K ﹤0.01%
+100
3848
$5K ﹤0.01%
319
+69
3849
$5K ﹤0.01%
+2,000
3850
$5K ﹤0.01%
+200
152 153
154
155 156